Kerri LlewellynCRD Number: 4304593
Current Firm: Cetera Investment Advisers LLC
Kerri Llewellyn (CRD# 4304593) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monroeville, PA and has over 20 years of experience in the finance industry.
Cetera Advisor Networks LLC
Avantax Advisory Services
Robert W. Baird & Company Incorporated
|Cetera Investment Advisers LLC||Monroeville, PA||Jun 2019 - Current||3|
|Cetera Investment Services LLC||St.cloud, MN||Feb 2014 - Current||8|
|Fnb||Monroeville, PA||May 2000 - Current||22|
|Lpl Financial, LLC||Monroeville, PA||Jun 2002 - Feb 2014||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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